Relationship Banker

Description
JOB DESCRIPTION-RELATIONSHIP BANKER
Position Title: Relationship Banker
FLSA Status: Non-Exempt
Department: Retail Banking
Location:
Reports to: Branch Supervisor or Branch Manager
Supervises: None
Travel: Limited
Date Last Revised: May 2026
**This document in no way states or implies that these are the only duties to be performed by the employee occupying this position. **
POSITION SUMMARY:
The Relationship Banker is responsible for delivering exceptional customer service and building strong, lasting relationships with customers. This role focuses on creating a positive, efficient, and personalized experience in every interaction while ensuring customer needs are met with accuracy and care. The Relationship Banker serves as a trusted point of contact, helping customers navigate their day-to-day banking needs and fostering long-term loyalty to the organization. Through these relationships, the role supports branch goals and participates in community engagement efforts that strengthen customer connections and local presence.
Essential Functions:
Deliver exceptional customer service by creating a welcoming, professional, and personalized experience in every interaction.
Build and maintain strong customer relationships by actively listening, understanding needs, and following up when appropriate.
Accurately process a variety of routine banking transactions in accordance with established policies and procedures.
Resolve customer inquiries and issues promptly, using sound judgment and a solutions-focused approach.
Educate customers on basic banking services, account features, and digital tools to enhance their overall experience.
Maintain a high level of operational accuracy and attention to detail in all transactions and documentation.
Ensure compliance with all regulatory requirements, internal controls, and security procedures.
Collaborate with branch team members to support daily operations and deliver a consistent customer experience.
Support branch performance by recognizing opportunities to strengthen customer relationships and contributing to team goals.
Participate in community engagement activities and represent the organization in a professional and positive manner.
Take a sales-oriented approach to customer service.
Effectively and efficiently provide a complete range of customer services at the financial institution, including, but not limited to, opening new accounts, interviewing personal loan applicants, and explaining available financial institution products and services.
Effectively understand and cross sell our products and services.
Display a consistent effort to build and maintain strong internal and external relationships.
Maintain knowledge of all branch policies and procedures, particularly those that affect teller line functions such as approval of checks, overrides and power of attorney.
Performance Factors:
Attendance and Dependability: The employee can be depended upon to report to work at the scheduled time and strives to keep absences minimal. The employee can be depended upon to complete work in a timely, accurate, and thorough manner and is conscientious about assignments.
Communication and Contact: The employee communicates effectively both verbally and in writing with superiors, colleagues, and individuals inside and outside the bank.
Relationships with Others: The employee works effectively and relates well with others including supervisors, colleagues, and individuals inside and outside the Bank. The employee exhibits a professional manner in dealing with others and strives to maintain constructive working relationships.
EDUCATION, EXPERIENCE, and SKILLS: Education:
High School Diploma or GED
Experience:
Experience in a financial institution or retail services setting.
Sales experience is beneficial.
Customer service experience is expected.
Skills:
Basic understanding and knowledge of bank loan products and services
A desire to develop and utilize cross-selling, management, and organizational skills.
AMERICANS WITH DISABILITIES SPECIFICATIONS
Physical Demands
The Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is required to sit for extended periods of time; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; climb stairs; balance; stoop; kneel; crouch; talk or hear. The employee may occasionally be required to lift and/or move up to 25 pounds.
Work Environment
The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
I have received and read this job description and acknowledge that I am able to perform the essential
functions of this job with or without reasonable accommodation.
Name
Signature Date
Receipt of this job description in no manner constitutes an offer of employment.